Marcum Wealth’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $415K | Sell |
1,792
-82
| -4% | -$19K | 0.04% | 219 |
|
|
2024
Q4 | $378K | Buy |
1,874
+120
| +7% | +$24.2K | 0.03% | 238 |
|
|
2024
Q3 | $364K | Buy |
1,754
+53
| +3% | +$11K | 0.03% | 239 |
|
|
2024
Q2 | $363K | Buy |
1,701
+4
| +0.2% | +$854 | 0.04% | 242 |
|
|
2024
Q1 | $362K | Sell |
1,697
-389
| -19% | -$82.9K | 0.04% | 235 |
|
|
2023
Q4 | $374K | Buy |
2,086
+433
| +26% | +$77.5K | 0.04% | 223 |
|
|
2023
Q3 | $252K | Sell |
1,653
-19
| -1% | -$2.9K | 0.03% | 277 |
|
|
2023
Q2 | $290K | Buy |
1,672
+40
| +2% | +$6.94K | 0.03% | 254 |
|
|
2023
Q1 | $266K | Sell |
1,632
-61
| -4% | -$9.96K | 0.03% | 264 |
|
|
2022
Q4 | $266K | Sell |
1,693
-241
| -12% | -$37.8K | 0.04% | 264 |
|
|
2022
Q3 | $310K | Buy |
1,934
+66
| +4% | +$10.6K | 0.05% | 233 |
|
|
2022
Q2 | $286K | Buy |
1,868
+124
| +7% | +$19K | 0.04% | 244 |
|
|
2022
Q1 | $276K | Buy |
1,744
+22
| +1% | +$3.48K | 0.04% | 258 |
|
|
2021
Q4 | $287K | Sell |
1,722
-205
| -11% | -$34.2K | 0.04% | 261 |
|
|
2021
Q3 | $288K | Buy |
1,927
+191
| +11% | +$28.5K | 0.05% | 243 |
|
|
2021
Q2 | $243K | Buy |
1,736
+43
| +3% | +$6.02K | 0.04% | 250 |
|
|
2021
Q1 | $218K | Buy |
+1,693
| New | +$218K | 0.04% | 269 |
|